-44.8%
ACHR vs CASY
+258.7%
-303.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -14.2% | +8.6% | -1.4% |
| 7D | -2.7% | -16.5% | +13.9% | +2.5% |
| 30D | -12.1% | -26.4% | +14.2% | -4.2% |
| 3M | +3.4% | -17.3% | +20.7% | +7.0% |
| 6M | -15.6% | -5.2% | -10.4% | -17.7% |
| YTD | -26.9% | +14.1% | -40.9% | -33.5% |
| 1Y | -34.8% | +16.6% | -51.4% | -41.3% |
| 3Y | -19.2% | +163.7% | -182.9% | -44.8% |
| 5Y | -43.8% | +231.3% | -275.1% | -64.2% |
| All | -44.8% | +258.7% | -303.5% | -66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CASY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling